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matthuang-1
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matthuang-1
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RWAs = token-wrapped tradfi Treasury Cos = tradfi-wrapped tokens Both are ultimately a form of crypto-tradfi bridge
RWAs = token-wrapped tradfi
Treasury Cos = tradfi-wrapped tokens
Both are ultimately a form of crypto-tradfi bridge
matthuang-1
ยท
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Stablecoin supercycle
Stablecoin supercycle
matthuang-1
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$CRCL being up 3x+ since IPO yesterday showing how much pent up demand there was for pure play stablecoin exposureโฆ Congrats @jerallaire
$CRCL being up 3x+ since IPO yesterday showing how much pent up demand there was for pure play stablecoin exposureโฆ
Congrats @jerallaire
matthuang-1
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Anyone who already knows me decently well in crypto looking for new roles?
Anyone who already knows me decently well in crypto looking for new roles?
matthuang-1
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You can believe GDP and REV are important, while also disbelieving that a DCF is the right way to value the native asset of an L1
You can believe GDP and REV are important, while also disbelieving that a DCF is the right way to value the native asset of an L1
matthuang-1
ยท
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IMO, regardless of whether you believe L1 assets are monetary or equity-likeโฆ you should care about maximizing REV.
IMO, regardless of whether you believe L1 assets are monetary or equity-likeโฆ you should care about maximizing REV.
matthuang-1
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Welcome @cobie to Paradigm as an advisor Heโs always been one of my favorite people in crypto to chat with, so excited to make it official Someday we can convince him to restart UpOnly
Welcome @cobie to Paradigm as an advisor
Heโs always been one of my favorite people in crypto to chat with, so excited to make it official
Someday we can convince him to restart UpOnly
matthuang-1
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At Stripe Sessions, @patrickc and @collision skillfully describe the โgale force tailwindsโ of AI and stablecoinsโฆ Hereโs John showing the first 24mo payment volume growth for Bridge (stablecoins) vs Stripe Whole presentation worth watching
At Stripe Sessions, @patrickc and @collision skillfully describe the โgale force tailwindsโ of AI and stablecoinsโฆ
Hereโs John showing the first 24mo payment volume growth for Bridge (stablecoins) vs Stripe
Whole presentation worth watching
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